21WA-1326: Revising and Expanding Charitable Planning Techniques (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Monday, June 14, 2021
9:00am - 10:50am Central Time
2 CPE (2 technical) | 2 IRS CE
Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of, and familiarity with, charitable giving concepts. In addition, the course looks at a number of advanced planning strategies in the area of charitable planning.
Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Major subjects
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Charitable giving using life insurance
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Charitable remainder trusts (CRATS and CRUTS)
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Charitable lead trusts
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Present value analysis
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Proper use of life insurance trusts
Learning objective(s)
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To provide practitioners with an understanding and familiarity with charitable giving concepts
Who should take this program?
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
